SB
Score Group BrasilAccount Manager
Account Manager ensuring strategic alignment and operational processes for major client projects. Leading teams to deliver integrated communications and maintaining client relations effectively.
FM
Hybrid Relationship Manager – Servicing Advisor
Posted 16 hours ago
About the role
- Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions
- Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up
- Attend client meetings, take detailed notes, and own post-meeting task completion and client communication
- Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review
- Support tax planning analysis, including Roth conversion evaluations and other planning scenarios
- Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work
- Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision
- Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support
- Maintain meticulous CRM documentation and ensure timely completion of all client requests
- Create capacity for business development by delivering excellent day-to-day service
Requirements
- Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required)
- 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management
- Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through
- Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals
- Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls
- Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization
- Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact
- Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively
- Technology proficient - Comfortable learning new systems and leveraging technology for efficiency
Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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